Financial Advisor Internship in Kochi at Capstone Secure Solutions
Financial Advisor
Capstone Secure SolutionsLocation(s): KochiStart DateImmediately
Duration2 Months
StipendRs. ₹ 9,000 - 10,000 /month
Posted On21 Jan '26
Apply By20 Feb' 26
DESCRIPTION
About the internship
Are you passionate about finance and eager to gain hands-on experience in the field? Capstone Secure Solutions is seeking a motivated Financial Advisor intern to join our team! As an intern, you will have the opportunity to work closely with experienced professionals, learn about financial planning, and assist in developing customized strategies for our clients.
Selected intern's day-to-day responsibilities include:
1. Assist in creating comprehensive financial plans based on client goals and risk tolerance
2. Participate in client meetings to gain insight into client needs and objectives
3. Assist in preparing financial reports and presentations for clients
4. Assist client onboarding
5. Assist marketing and client acquisition
Selected intern's day-to-day responsibilities include:
1. Assist in creating comprehensive financial plans based on client goals and risk tolerance
2. Participate in client meetings to gain insight into client needs and objectives
3. Assist in preparing financial reports and presentations for clients
4. Assist client onboarding
5. Assist marketing and client acquisition
Skill(s) required
MS-Word
Earn certifications in these skills
Who can apply
Only those candidates can apply who:
1. are available for full time (in-office) internship
2. can start the internship between 21st Jan'26 and 25th Feb'26
3. are available for duration of 2 months
4. are from Kochi only
5. have relevant skills and interests
Other requirements
1. Candidates with degree, preferably commerce preferred
Number of openings
1
About Capstone Secure Solutions
Capstone Secure Solutions is a financial services firm based in Kochi focused on helping individuals and businesses achieve long-term financial wellbeing through expert guidance in investments, insurance, and tax planning.
Activity on Internshala
Hiring since January 2026
1 opportunity posted